Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
DA DAVIDSON & CO | COM | 801 | $311,436 | 1,164 | 0.00 | 0.00 | 210 | 22.01 | 03-31-2024 |
CHERRY CREEK INVESTMENT ADVISORS INC | COM | 802 | $309,981 | 1,159 | 0.00 | 0.00 | 4 | 0.35 | 03-31-2024 |
LONGVIEW WEALTH MANAGEMENT | COM | Liquidated | $0 | 0 | 0.00 | 1,147 | +Inf | 03-31-2024 | |
TELEMUS CAPITAL LLC | COM | 804 | $281,663 | 1,139 | 0.00 | 0.00 | -302 | -20.96 | 12-31-2023 |